Creating a Contact in Textable

This article will provide a walkthrough on creating contacts in Textable.

There are three ways to add contacts in Textable:

• Existing Conversation
• New Contact with No Conversation
• CSV File Upload

Existing Conversation

1. Log into Textable.
   
2. Go to the Contacts menu. 
3. Select the Conversation that you wish to add a contact from. A second part of the screen will load, allowing the contact details to be edited.
4. Click on the Update Contact Details button once done. 

New Contact with No Conversation

1. Log into Textable. 
2. Click on the New Contact button. The Add New Contact pop-up will appear, allowing you to build out the contact in full.
   
3. Add in the desired Contact details.
4. Click on the Add Contact button once done. 

CSV File Upload

1. Log into Textable.
2. Click on the Import button. The Import Contacts pop-up will appear. There will be an option to upload the CSV file from the Device or Add the Data from the CSV file into a field.
   1. If selecting the to Upload the CSV file from your Device, click on the section to expand.
      1. Select Yes or No for the Does the file have a header row question.
      2. Import the File from your Local device. 
   2. If selecting the Add Data f rom CSV file option, click on the section to expand.
      1. Select Yes or No for the Does the file have a header row question.
      2. Input the data as provided in the example.
3. Click on the Review Data and Alerts button. The next page will appear where the imported contacts can be reviewed.
4. Click on the Finalize Import button once confirming that the contacts are correct.  
5. The next page will show confirmation of the contacts added, edited and to which number. 
6. Click on the Finish Import button.